Milestone Asset Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
127,237
Previous 124,706 2.03%
Holding current value
$4.96 Billion
Previous $4.59 Billion 8.19%
% of portfolio
1.05%
Previous 0.98%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
2,531 Added 2.03%
127,237 $4.96 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
423 Added 0.34%
124,706 $4.59 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
4,665 Added 3.9%
124,283 $4.64 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
5,382 Added 4.71%
119,618 $4.37 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
12,120 Added 11.87%
114,236 $4.05 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
102,116 New
102,116 $3.52 Billion
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